Perigon Wealth Management LLC Increases Holdings in Costco Wholesale Corporation $COST

Perigon Wealth Management LLC increased its position in Costco Wholesale Corporation (NASDAQ:COST) by 4.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,928 shares of the retailer’s stock after buying an additional 925 shares during the quarter. Perigon Wealth Management LLC’s holdings in Costco Wholesale were worth $21,223,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Brighton Jones LLC grew its holdings in shares of Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after purchasing an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after purchasing an additional 130 shares during the last quarter. Saudi Central Bank purchased a new stake in Costco Wholesale during the first quarter valued at about $166,000. Calton & Associates Inc. bought a new position in shares of Costco Wholesale during the first quarter valued at about $558,000. Finally, Retirement Planning Co of New England Inc. purchased a new position in shares of Costco Wholesale in the first quarter worth about $225,000. 68.48% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

COST has been the subject of a number of recent research reports. HSBC lowered their target price on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research note on Friday, December 12th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a research report on Monday, December 22nd. Truist Financial dropped their price objective on Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating for the company in a research note on Friday, December 12th. Wolfe Research began coverage on shares of Costco Wholesale in a report on Thursday, September 18th. They issued a “peer perform” rating on the stock. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a report on Friday, December 12th. Nineteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Costco Wholesale presently has an average rating of “Moderate Buy” and a consensus price target of $992.08.

Key Headlines Impacting Costco Wholesale

Here are the key news stories impacting Costco Wholesale this week:

• Positive Sentiment: Northcoast Research upgraded COST from Neutral to Buy and set a $1,100 price target (roughly +26% upside from recent levels), a near-term catalyst for bullish flows. Northcoast Upgrade
• Positive Sentiment: Yahoo Finance reports Costco “breaks 3 records” — a headline that reinforces momentum around membership, sales and comps (positively read by investors even before full detail disclosure). Costco breaks 3 records
• Positive Sentiment: Forbes published a piece outlining specific catalysts and execution paths that could drive a rally in COST — a constructive analyst/strategy view that supports more optimistic positioning. How Costco Stock Can Rally
• Positive Sentiment: The Motley Fool (and syndicated repeat) published bullish commentary framing COST as a long-term wealth-builder, reinforcing investor confidence in the membership model and repeat purchase economics. Is Costco Stock a Multimillionaire Maker?
• Neutral Sentiment: Zacks compares Target vs. Costco on upside potential — this frames COST as resilient (membership/digital momentum) but highlights peer execution differences investors are weighing. Target vs. Costco
• Neutral Sentiment: MarketBeat flagged COST as among household names showing rare oversold signals into year-end — a technical setup that can attract short-term buying if momentum stabilizes. Oversold Signals
• Neutral Sentiment: Zacks noted increased investor attention on COST (summary pieces that raise visibility but don’t change fundamentals). Investor Attention
• Neutral Sentiment: Consumer/operational items — a regional product feature (MSN), holiday hours/closures and a planned one-day shutdown article — are interest items for customers but unlikely to move fundamentals materially. Regional Costco Find Holiday Closure

Insider Activity

In other Costco Wholesale news, insider Tiffany Marie Barbre sold 1,239 shares of the firm’s stock in a transaction dated Friday, October 24th. The shares were sold at an average price of $934.62, for a total value of $1,157,994.18. Following the completion of the sale, the insider directly owned 5,155 shares in the company, valued at $4,817,966.10. This trade represents a 19.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Claudine Adamo sold 2,700 shares of the company’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $935.68, for a total value of $2,526,336.00. Following the transaction, the executive vice president owned 6,851 shares in the company, valued at $6,410,343.68. This trade represents a 28.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 6,339 shares of company stock valued at $5,916,642. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Price Performance

COST opened at $873.35 on Monday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. The stock has a market capitalization of $387.65 billion, a PE ratio of 46.78, a price-to-earnings-growth ratio of 5.23 and a beta of 1.00. The stock’s 50 day moving average price is $902.38 and its 200-day moving average price is $938.67. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. The company had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The firm’s revenue was up 8.3% on a year-over-year basis. During the same quarter last year, the firm posted $4.04 earnings per share. On average, equities research analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were given a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, October 31st. Costco Wholesale’s dividend payout ratio (DPR) is currently 27.85%.

About Costco Wholesale

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.